ESCM

Echo Street Capital Management Portfolio holdings

AUM $747M
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.92B
AUM Growth
-$407M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$49M
2
+$45.6M
3
+$37.8M
4
MD icon
Pediatrix Medical
MD
+$24.8M
5
FDX icon
FedEx
FDX
+$22.3M

Top Sells

1
+$53.7M
2
+$49.9M
3
+$44.8M
4
BIN
PROGRESSIVE WASTE SOLUTIONS LTD COM
BIN
+$38.2M
5
WP
Worldpay, Inc.
WP
+$31.5M

Sector Composition

1 Real Estate 24.98%
2 Consumer Discretionary 16.67%
3 Healthcare 12.94%
4 Industrials 12.8%
5 Financials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$81.9M 4.26%
800,068
+445,015
2
$64.7M 3.36%
1,282,632
-348,382
3
$55.4M 2.88%
1,601,599
-325,620
4
$52.4M 2.73%
811,594
+383,582
5
$49.9M 2.6%
1,126,089
+1,104,841
6
$39.4M 2.05%
454,986
+437,313
7
$35.3M 1.84%
1,220,933
-105,235
8
$31.2M 1.62%
936,468
+73,029
9
$30M 1.56%
202,013
-34,752
10
$29.9M 1.55%
564,599
+91,410
11
$28.5M 1.48%
558,682
+354,214
12
$27.3M 1.42%
854,901
-473,220
13
$27.2M 1.41%
566,096
+221,430
14
$27.1M 1.41%
1,662,159
+727,003
15
$25.6M 1.33%
224,029
-117,369
16
$24.6M 1.28%
377,484
-427,454
17
$23.9M 1.24%
315,342
-75,602
18
$23.8M 1.23%
230,427
-180,304
19
$23.6M 1.23%
155,794
-46,697
20
$23.4M 1.22%
165,604
+100,450
21
$23.4M 1.22%
2,306,939
-1,152,967
22
$22.8M 1.18%
357,158
+210,435
23
$22.3M 1.16%
+136,880
24
$22.2M 1.16%
411,167
-309,738
25
$22.1M 1.15%
722,811
-595,987
1
2 3 4 5